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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,419 | $148,629+72.5% | $135,982+88.6% | $139,487+83.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 79.33%-67.6pp | 68.32%-56.6pp | 373.84%-362.1pp |
| Employer contribution / active EE | $7,753 | $5,247+47.8% | $4,859+59.6% | $4,755+63.1% |
| Participant deferral / active EE | $8,321 | $8,102+2.7% | $7,760+7.2% | $6,713+24.0% |
| Admin fee / account holder | $155,072 | $12,406+1149.9% | $10,767+1340.2% | $11,407+1259.4% |